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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,137 | $57,140-61.3% | $85,240-74.0% | $80,959-72.7% |
| Participation rate | 44.0% | 56.4%-12.4pp | 67.5%-23.5pp | 67.7%-23.7pp |
| Annual return | 10.57% | 21.71%-11.1pp | 66.75%-56.2pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,516 | $1,802-15.9% | $2,735-44.6% | $2,757-45.0% |
| Participant deferral / active EE | $4,906 | $3,115+57.5% | $4,527+8.4% | $4,300+14.1% |
| Admin fee / account holder | $1,342 | $4,992-73.1% | $6,165-78.2% | $6,925-80.6% |